ModernAdvisor
ModernAdvisor

ModernAdvisor Information

Contact top employees from ModernAdvisor

Summary

ModernAdvisor is a private company that has been in the industry for 13 years. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Navid Boostani. Its headquarters is located at Vancouver, British Columbia, CA. The number of employees ranges from 25 to 100. The annual revenue of ModernAdvisor varies between 100K and 5.0M. Total funding of the company - $2.2M. To connect with ModernAdvisor employee register on SignalHire.

Organization Website

modernadvisor.ca

Social Links

facebooklinkedIntwitter

Phone Number

+1 (604) 259-0630

Industries

Headquarters Location

1075 W Georgia St, Vancouver, British Columbia, V6E 3C9 CA

Employees Size

10-50 employees

Specialties

Investment Advice, Investment management, Financial Services, ETF management, RRSP & TFSA management

SIC Code

6199, 6282

Founded

2013

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Subsidiary

Competitors

Founded
Type
Employees
Revenue
Funding
2014Privately
Held
25 - 100 5.6M $20M
2014Privately
Held
100 - 250 33M $906.6M
2015Privately
Held
100-200 < 1M $2.3B
2015Privately
Held
1 - 25 < 1M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at ModernAdvisor shows a diverse range of experience levels:
7% have been with the company for less than 1 year21% for 1–2 years7% for 3–4 years36% for 5–7 years21% for 8–10 years7% have over 11 years of service at ModernAdvisor
Ex-employees positions
In Company
In New Company
Contact top employees from ModernAdvisor
Steve Thode
Vice President - Wealth Network Solutions
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Scott Douglas Baker
Client Portfolio Manager and Wealth Advisor
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Isaac Schweigert
Portfolio Manager
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Morgan Brown
Helping Advisors and Canadians Invest in Sophisticated but Simple Ways
View
Darryl Clarke
Full Stack Developer
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Nikolay Egorenkov
Full Stack Web Developer
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Chris Fontana
VP, Advisor Recruitment and Coaching
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Gordon Ross
Portfolio Manager
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Hamid Najafvand
Senior Full-Stack Software Developer
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Braxton Gray
Portfolio Manager & Wealth Advisor
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Gordon Ross
Portfolio Manager
View

FAQ

ModernAdvisor operates in the Finance industries. More details can be found on the official website: modernadvisor.ca.
The headquarters of ModernAdvisor are located in Vancouver, Canada.
The current CEO of ModernAdvisor is Navid Boostani
You can contact ModernAdvisor by phone at +1 (604) 259-0630.
ModernAdvisor currently employs 10-50 people.
ModernAdvisor's revenue is approximately < 1M.
Well-known competitors of ModernAdvisor include invest.com, Wealthsimple, B Capital and Justwealth.

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